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Matthew Bond
Chartered Financial Planner
  Direct: 01883 332262
  Office: 01883 332261
  matthew.bond@wingatefp.com

Matthew is a Chartered Financial Planner and a member of the Personal Finance Society, the UK’s professional body for financial advisers. This represents his commitment to high standards in knowledge, professional development and ethical behaviour.

Matthew joined us in March 2016 and has over 20 years experience within the financial services industry, working for both product providers and adviser firms. Matthew deals with a broad range of clients, with a focus on later life planning, this being on and at retirement.  Matthew is also one of our long term care specialists and is SOLLA accredited which further demonstrates his commitment to this market.

Matthew lives in South Croydon and enjoys spending time with his two children and spends most of his time running them around! He enjoys watching football and is a season ticket holder at Crystal Palace.  He can also be seen fairly regularly running the pavements of South Croydon!

To read Matthew’s written pieces online, click here.

Qualifications

FPFS – Fellow, Personal Finance Society
AFPC – Advanced Financial Planning Certificate
Chartered Financial Planner
Award in Long Term Care

CII CF1 – UK Financial Services, Regulation & Ethics

CII  CF3 – Financial Protection

CII CF4 – Retirement Planning

CII CF5 – Integrated Financial Planning

CII CF6 – Certificate in Mortgage Advice

CII CF8 – Long-term care insurance

CII ER1- Equity Release

CII FP1 – Financial Services and their Regulation

CII FP2 – Protection, Savings and Investment Products

CI FP3 – Identifying & Satisfying Client Needs

CII J02 – Trusts

CII J04 – Pension Funding

CII J05 – Pension Income Options

CII J06 – Investment Principles, Markets and Environment

CII J08 – Financial Planning Practice

CII R03 – Personal Taxation

CII R08 – Pensions Update

CII AF1 – Personal Tax Trust and Planning

CII AF3 – Pension Planning

CII AF5 – Financial Planning Process

CII G10 – Pensions

Testimonials

I am a fairly new client but have been very satisfied with the help and advice I have been given by Matthew Bond. I feel he has my interests at heart and he is very approachable when I’m unsure about something. He explains things simply and clearly and I’m much happier about how my finances are now being looked after. Thank you.

– Pat Rymer